相比讨论“日本化妆品到底还能不能用”的问题，珂润(Curel)、引发全球热议。但这套单方面的说辞显然不足以服众。SK-II、从食品波及到化妆品。在
虽然日本坚持说排放的核污水已经经过处理，“排雷”、人们对日本进口产品的安全顾虑，目前最热的几条帖子均与核辐射相关。国产化妆品能否把握住机会进击市场?
核污染水正式排海后，安热沙(ANESSA)、“退货”、排名靠前的也是“辐射”、芙丽芳丝(freeplus)等多个知名品牌，“日本核辐射产品避雷”一贴点赞量达3.3万，在社交媒体平台上搜索“日本化妆品”关键词，“多家日妆品牌遭遇退货”话题登上热搜，风浪骤起，“国货替代盘点”。不会对人类健康和环境产生负面影响，日本福岛第一核电站正式启动核污染水排海，
在社交平台上，被卷入此次风波的日本化妆品品牌包括资生堂、浊流入海，而关键词分类中，核污染水的排放已经让他们“不敢继续使用日妆”。多位消费者将购买的日本化妆品退货，
ChineseconsumersentimenttowardsJapaneseproducts,notablycosmetics,isundergoingadramaticshiftrecentlyduetorisingsafetyconcerns.
OneofthemaintriggersforthischangeisJapan’sdecisiontoreleasenuclear-contaminatedwastewaterfromtheFukushimapowerstationintothePacificOcean,12yearsafteritwaswreckedbyanearthquakeandtsunami,triggeringfearsaboutthesafetyofconsumerproductsandfoodstuffsfromthecountry.
OnceloyalusersofJapanesecosmeticslikeSK-IIandShiseido,manyChineseconsumersarenowboycottingbrandsorswitchingtoalternativesamidanxietyoverpotentialradiationrisks.
HesitantinJapanesecosmeticspurchaseSocialmediaisapowerfulbarometerofpublicsentiment,andinChina,platformslikeSinaWeiboandXiaohong“blacklists”ofJapanesecosmeticbrands,d.
AwidelycirculatedlistonSinaWeibo,forinstance,flagged31majorbrands,includingindustrygiantssuchasSK-II,Shiseido,andMuji,iews,indicativeofthedepthofsentimentandthescaleofparticipation.
Someconsumershaveaskedcustomsautho,theShanghaiCustomsDistrictsaidinJunethatauthoritieswillstepupnuclearradiationdetectiononproductsfromJapanandtakemeasurestopreventtheimportofproductswithlevelsofnuclearradiationthatfailtomeetstandards.
ThebacklashhasledmanyvorsandrepresentativesofJapanesecosmeticsandskincarebrands,includingMuji,Kao,andSK-II,torespondandaddresstheconcernsraised.
Anemployeeatahigh-shoppingmall,SKP,inBeijingre,theyadheretoChina’sstringentsafetystandardsforimportedgoods.
Similarly,arepresentativefromShiseido,arenownedJapanesebeautybrand,stressedthebrand’scommitmenttomaintainingthehigheststandardsofproductsafetyandquality.
Asagestureoftransparency,SK-IIsharedacopyofaninspectionreportfromShanghaicustoms,emphasizingtheircompliancewithChineseimportstandards.
SK-IIrecentlylostitsspotinthetopfiverankingtoalocalbrandduringanmajoronlinesaleseventinChinaheldannuallyone-commerceplatformTmall,accordingtoaJune20notepublishedbyCitigroupInc.
Toputthesignificanceofthesedevelopmentsintoperspective,Japan,between2019and2023,heldthemostsubstantialmarketshareforcosmeticsinChina.
In2023alone,China’simportsofJapanesecosmeticsstoodatanimpressive$4.16billion,onlysecondintermsofmarketshare.
However,,%lastmonthfromayearearlier,%inJune,datafromChina'scustomsauthorityshowed.
Meanwhile,majorcosmeticsfirmShiseidosawitslargestweeklystockplungeinnearly10months,%.ItsrevenuefromChinaaccountsfor30%’slocalcompetitorsincludingPolaOrbisandKosealsodeclinedover3%.
Theboycottcouldbea“triggerforChineseconsumerstoswitchawayfromJapanesepremiumcosmeticsbrands,”ananalystforMitsubishiUFJMorganStanleySecuritiessaid.
ThereleaseofFukushimaradioactivewaterintotheseacouldspellmoreopportunitiesforChinesecosmeticsfirmsasthiswillaffecthowChineseconsumersperceiveJapaneseskincareproducts,accordingtoarecentreportbyTFSecurities.
OpportunityforC-Beauty?Chinesehomegrowncosmeticsbrandsaresingshockwavesthroughthedomesticbeautyindustryastheybegintostealsharefromtheforeignplayers–likeEstéeLauderandLancôme–thatdominatethemarket.
Whetherit’stheriseofChina’smiddleclass,anincreasedsenseofnationalismorimprovedproductsthat’sdrivingthedemandfordomesticbeautybrands,thephenomenonislooseningforeignbrands’griponthesecondlargestcosmeticsmarketintheworld,behindtheUS.
China’sbeautyindustryhasundergoneyearsofrapidgrowthandevenmanagedtoreboundstronglyfromthepandemic.
Inrecentyears,–sharpeyebrows,linedeyes,royalredlipsandaporcelaincomplexion–ismorepowerwomanthanJ-beautyandK-beauty’sdoll-likelooks–andhasbeengainingtractionacrosssocialmedia.
YoungerandsavvierChineseconsumersarepushingbeautybrandstoinnovateandshowawillingnesstoembracedomesticbrandsoverforeigncompetitors.
Foronething,GenZChineseconsumlddominatedbyWesternaesthetics.
AsalargespinggroupinChina,,45%of“post-95”Chinesecons“post-90s”consumers(38%)aswellas“post-80s”shoppers(27%),indicatingthatthepopularityofChinesebrandsoverthepastcoupleofyearsisnoflashinthepan.
Moreover,thepowerofsocialmediaandlive-streamingmarketinghaslevelledtheplayingfield.
ChinesebeautyinfluencersoftenbuildacommunitybysharingtheirdailybeautyroutinesonWeibo,Xiaohongshu,entialamongyoungerpeople.
Onlinechannelshavealsoallowedupcominghomegrownbrands–whichcanlackthefinancialresourcestosecureshelfspaceintraditionaloutlets–%ofChineseconsumersbuycosmeticandskincareproductsonmajore-commerceplatforms,whilesalesthroughtraditionalbrick-and-mortarchannelshavecontinuedtodecline,accordingtoaresearchbyiimedia.
Chineseskincaregiantsloggedsu%surgeinfirst-halfnetprofitto301millionyuan,andProya’snetprofitsurged65%to490millionyuan.
%,haltingathree-monthslide,,%
DespiteC-beautybrands’rapidproductdevelopmentandmasteryofdigitalization,China’sbeautymarketisstilldominatedbyforeignbrands,sinceChineseconsumerbehaviorhastraditionallybeenheavilyinfluencedbyWestern,
AndunlikeJapaneseorKoreanbrandsthathaveadistinctivelure,C-beautybrandsneedtofindalong-termbrandingmodeltoconnectwithconsumers.
Brandsneedtoalsoexpectmorefragmentation—andfiercercompetition—fromfellowC-beautyplayers,giventhatfrom2017to2021theshareofthetop10C-beautybrandsincolorcosmeticsincreasedfrom15%to27%.Inthisever-changingbeautymarket,persistentbrandpowerandaccumulatedassetarecriticalandwillbetheindicatorforthelongevityofC-beautybrands.
Thebeautymarketisdynamic,andhomegrownChinesebrands–whichhaveanedgeoverforeignbrandsinunderstandingconsumerneedsandlocalnuances–’sguessifC-beautybrandscanseizetheopportunityandoutstriptheirforeigncounterparts.
8月24日，
据不完全统计，
8月24日，
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